Investment Approach

Irvington’s investment objective is to achieve attractive risk adjusted returns with significantly lower volatility than public market indices and to preserve capital during difficult market environments.

Irvington Capital will make use of stocks, bonds, index funds and experienced, smaller fundamental research-driven managers.  Our strategy is balanced across sectors and market capitalizations with an emphasis on developed markets.

Our team thoroughly evaluates prospective investments with an open architecture mindset that evaluates passive and active vehicles based on cost, investment acumen, risk management discipline, and strength of operational infrastructure to build conviction in our investments.  When using active strategies we seek to invest with managers who have repeatable investment approaches, differentiated strategies, reasonable asset bases, and focused business operations. Irvington believes that the due diligence process for each manager is continuous as we seek to maintain an optimal portfolio of managers and strategies to achieve our long-term investment objectives.